Portfolio X-Ray
Detect concentration, sector imbalance, and volatility before it becomes dangerous to your wealth.
Now live — Free to get started
AI-Powered Portfolio Intelligence for Indian Investors
Connect your Zerodha account and get institutional-grade AI analysis — portfolio health scores, risk insights, rebalancing signals, and growth opportunities for your stock portfolio.
1,800+
NSE Stocks Covered
6
AI Analysis Modes
24/7
Portfolio Monitoring
<2s
AI Response Time
The Problem
Most Investors Don't Realize Their Hidden Risks
Overexposure, correlated bets, undisciplined leverage and silent underperformance quietly destroy long-term wealth. AIVITTA brings institutional-grade intelligence to everyday serious investors.
91%of F&O traders lost money
Leverage Without Discipline
Derivatives magnify mistakes faster than skill. SEBI found individual F&O traders lost ₹1.06 lakh crore in FY25 alone, net of costs.
Source: SEBI study, FY25
7.2%were profitable, FY22–FY24
Trading Without An Edge
Most activity is not a strategy. Across three years, only a small minority of individual traders finished ahead after transaction costs.
Source: SEBI study, FY22–FY24
Hidden Concentration Risk
Owning ten banking stocks is not diversification — it is the same bet ten times. Most investors cannot see how correlated their holdings really are.
Holdings, Not Intelligence
Broker apps show you what you own. They do not show risk exposure, diversification gaps, benchmark-adjusted performance, or what to do next.
Figures from the Securities and Exchange Board of India's published studies on individual traders in the equity derivatives and cash segments.
How It Works
Three Steps to Smarter Investing
From connecting your broker to receiving AI-powered insights — it takes less than 2 minutes to get started.
01
Connect Your Broker
Securely link your Zerodha account with read-only API access. Your login credentials are never stored. Takes under 60 seconds.
02
AI Analyzes Your Portfolio
Our AI engine scans your holdings for risk concentration, sector imbalance, correlation risks, and hidden opportunities in real-time.
03
Get Actionable Insights
Receive a health score, rebalancing signals, performance comparisons, and AI-powered recommendations tailored to your portfolio.
Features
Everything You Need for Smarter Investing
Institutional-grade portfolio intelligence tools — designed for Indian investors who take their wealth seriously.
AI Risk Insights
Understand what actually threatens your portfolio with clear, human-readable AI explanations.
Rebalancing Signals
Know when your allocation drifts — and how smarter positioning improves risk-adjusted returns.
Scenario Simulator
See how your portfolio reacts to market crashes, sector rallies, and macro economic shocks.
Health Score (0-100)
A proprietary score covering diversification, concentration, cost efficiency, and portfolio quality.
Benchmark Comparison
Compare your portfolio XIRR against Nifty 50, Nifty 500, and sector indices instantly.
Real-Time Alerts
Get notified when risk thresholds are breached, sectors shift, or rebalancing is needed.
F&O Analytics
Advanced futures and options analysis with margin tracking, Greeks exposure, and P&L scenarios.
Live Preview
See Your Portfolio Like Never Before
A real-time view into your portfolio's health, risk, and performance — all powered by AI.
Portfolio Intelligence Dashboard Live Preview
Portfolio Health Score
78/ 100
Good — room to optimize
Risk Level
Moderate
Volatility: 14.2% annualized
Asset Allocation
Equity72%
Debt15%
Gold8%
Cash5%
Sector Exposure
Banking42%
IT22%
Pharma12%
Auto9%
FMCG8%
Others7%
AI Insight
Overexposure to banking sector detected. Reducing concentration may improve risk-adjusted returns. Consider rebalancing 8-10% from Banking into Pharma and FMCG for better diversification.
Watchlist
HDFCBANK₹1,642.30+1.2%
TCS₹3,891.55-0.4%
RELIANCE₹2,478.10+0.8%
INFY₹1,523.40+1.5%
ICICIBANK₹1,087.65-0.2%
Performance (1Y)
+18.4% XIRRvs Nifty 50: +14.1%
Integrations
Connect Your Favorite Broker
Securely link your trading account and let AI do the heavy lifting. More brokers coming every month.
ZerodhaLive
GrowwComing Soon
UpstoxComing Soon
Kotak SecuritiesComing SoonMore brokers coming soon — Angel One, Fyers, Dhan, ICICI Direct, HDFC Securities & more
Pricing
Invest in Your Edge
Institutional-grade intelligence, accessible pricing. Start free, scale as you grow.
Free
₹0forever
Perfect for exploring AI portfolio intelligence.
- 5 AI credits/month
- Basic portfolio view
- 1 broker connection
- Limited market data
Starter
₹999/month
For active investors ready to level up.
- 50 AI credits/month
- Full portfolio analysis
- 2 broker connections
- AI risk insights
- Email support
Most Popular
Pro
₹2,499/month
For serious investors who want the full edge.
- 200 AI credits/month
- Advanced AI analysis
- 5 broker connections
- Trading Zone access
- Real-time alerts
- Scenario simulator
Elite
₹4,999/month
For professionals who demand the best.
- 1,000 AI credits/month
- Premium AI models
- 10 broker connections
- F&O analytics
- Overnight trade signals
- Dedicated support
Need unlimited access? Contact us for Enterprise at ₹14,999/mo
Security & Trust
Your Data Security is Non-Negotiable
Built with enterprise-grade security from day one. Your portfolio data is protected at every layer.
256-bit AES Encryption
All data encrypted in transit (TLS 1.3) and at rest using bank-grade 256-bit AES encryption.
Read-Only Access
AIVITTA only reads your portfolio data. We cannot place trades, modify orders, or access your funds.
Indian Data Residency
All portfolio data is stored on servers located in India, complying with data localization requirements.
No Data Sharing
Your portfolio data is never shared with third parties, advertisers, or any external entities.
SEBI Compliant
We operate as a portfolio analytics tool and fully comply with SEBI regulations for data handling.
Credential-Free
We never store your broker login credentials. Authentication is handled securely through OAuth APIs.
FAQ
Frequently Asked Questions
Everything you need to know about AIVITTA. Can't find what you're looking for? Contact us.
Yes! AIVITTA offers a free tier with 5 AI credits per month, basic portfolio view, and 1 broker connection. You can explore the platform fully before upgrading. Paid plans start at ₹999/month for more advanced features and higher AI credit limits.
AIVITTA connects to your Zerodha account via secure, read-only API access. We use the official Kite Connect API. Your login credentials are never stored on our servers — we only read your holdings and positions data for analysis.
Absolutely. We use bank-grade 256-bit AES encryption for all data in transit and at rest. All access is read-only — AIVITTA cannot place trades or modify your broker account. Data is stored on Indian servers and is never shared with third parties.
No. AIVITTA is a portfolio analytics and intelligence platform. We provide data-driven insights, risk analysis, scenario simulations, and educational information — not investment advice, stock recommendations, or trading signals. All decisions remain yours.
Currently, AIVITTA supports Zerodha (live). Support for Groww, Upstox, Kotak Securities, Angel One, Fyers, Dhan, ICICI Direct, and HDFC Securities is actively being developed and will be available soon.
AI credits are used each time you request an AI-powered analysis — such as a portfolio X-ray, risk assessment, rebalancing suggestion, or scenario simulation. Different analysis types consume different numbers of credits. Credits reset monthly based on your plan.
Yes, you can cancel your subscription at any time from your account settings. Your plan will remain active until the end of your current billing cycle. We also offer a refund policy — details are available on our Refund Policy page.
AIVITTA uses advanced AI models trained on market data, financial theory, and portfolio management best practices. Our analysis is based on quantitative metrics (diversification ratios, correlation matrices, volatility measures) combined with AI interpretation. While no analysis is perfect, our goal is to surface insights you would not easily see on your own.
Start Making Smarter Investment Decisions Today
Join hundreds of Indian investors using AI-powered intelligence to understand their portfolio risk, optimize allocation, and uncover growth opportunities.
Free forever plan available · No credit card required · Setup in under 2 minutes